finra
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Try for 30 days

Pricing

One portal for your clients — fairly priced by team size.

Try free for 30 days, no credit card required. After that, the plan that fits your team. Prices in CHF, excluding VAT.

2 months free per year
Solo
1 user
CHF 29 / month
per month, cancel annually
  • Client portal with your own subdomain
  • Contracts & policies, deadline radar
  • Dossiers & document upload
  • CRM: contacts, notes, tasks
Try free for 30 days
Team
up to 5 users
CHF 79 / month
per month, cancel annually
  • Everything in Solo
  • Up to 5 users in the team
  • Roles: owner & team members
  • Swiss hosting, FADP-compliant
Try free for 30 days
Popular
Business
up to 15 users
CHF 150 / month
per month, cancel annually
  • Everything in Team
  • Up to 15 users in the team
  • Priority support
  • Audit trail for every step
Try free for 30 days
More than 15 team members?
Enterprise with individual pricing and invoicing — we set you up personally.
Get in touch

All prices in CHF, excluding VAT. Cancel monthly or annually. Your data stays in Switzerland.